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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,249 | $132,634+83.4% | $115,768+110.1% | $137,256+77.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.66% | 160.70%-146.0pp | 100.46%-85.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,515 | $3,360-25.1% | $2,940-14.4% | $4,156-39.5% |
| Participant deferral / active EE | $7,232 | $5,619+28.7% | $4,917+47.1% | $6,407+12.9% |
| Admin fee / account holder | $147 | $15,028-99.0% | $12,439-98.8% | $12,270-98.8% |